Sowell Financial Services’s ENI E Stock Holding History

Sowell Financial Services’s Portfolio E Stock Details E Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-164	Closed	-$3K	–	3151
2020 Q4	$3K	Buy	+164	New	+$2.97K	﹤0.01%	2388
2020 Q3	–	Sell	-155	Closed	-$3K	–	2575
2020 Q2	$3K	Sell	155 -102	-40%	-$1.96K	﹤0.01%	2031
2020 Q1	$5K	Buy	257 +102	+66%	+$2.59K	﹤0.01%	1810
2019 Q4	$5K	Hold	155	–	–	﹤0.01%	1896
2019 Q3	$5K	Buy	+155	New	+$4.8K	﹤0.01%	1756

Other funds holding E

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return